Only system admins can add new users. If you have a new employee, ask your SimpleePAY admin to create an account for them, which will send an invite to the user's email address. This can be done on the “Manage Users” screen. To grant admin privileges to additional users, please email firstname.lastname@example.org.
If this is a new user, please follow these steps:
First select the "Manage Users" button from the dropdown in the upper righthand corner. This will look like the following:
Next select the "Add a User" button in the upper righthand portion of the following screen. This will be a blue button with white text. Once you have selected this it will take you to a new page that will allow you to being creating the user.
In the upper portion of this page, you will be able to add the name and email address of the user, what provider/facility they will have access to (not shown in the above screenshot), and their Department and Sub-Department. These are, for the most part, all required fields.
In the lower portion of this page you will be able to choose what access the user has. This can vary depending on the user's role. Typically they will have access to the system, the ability to search for accounts, access to payments and payment plans, and reports. However please add whatever access to required. Here is a sample of what this will look like:
At this point, please select "Save" and it will finish the creation process and send the user an Activation email.
If you need to manage an existing user, first search for the user on the Manage Users page using the field provided.
After this, select the user and it will take you to their User Page. You will see a green Edit button on the right side of the page. Select this and it will allow for you to modify the user's access levels, facility access, or department. Please Note: You will not be able to modify the email address at this point in time.
After this, select save and the user's access will be updated.